smallcase Gateway enables equity investments natively on your platform (apps and website). Build a seamless investment experience for your clients using our SDKs and APIs.

Directly integrating with individual brokers is hard and painful. That's where smallcase Gateway comes to the rescue.

smallcase Gateway makes the integration experience seamless with its out-of-box, standardised experience across brokers for you and your clients.

Features

Security Transactions

Enable Securities Transactions on your platform to allow smooth buy and sale of one or more stocks, ETFs, InvITs & REITs at once.

Also known as single stock order / basket order / SST

smallcase Transactions

Distribute smallcase on your platform by enabling smallcase Transactions. In the DIY integration approach, you can use our smallcase data APIs to power smallcase discovery screens, order placements, and investment tracking.

To fast track the integration, smallcase Module provides an out-of-box user experience that includes smallcase discovery, transactions & investment tracking.

Also known as SMT

Holdings Import

Equity investments

Use our Holdings Import feature to build a holistic view of a user’s equity investments (stocks, ETFs, InvITs, REITs and smallcases).

Mutual fund investments

Our Mutual Fund Holdings Import module helps partners import MF investors' mutual fund holdings (non-demat & demat, both). You can choose from out-of-box SDK integrationand API-only integration.

Broker Account Opening

Our Broker Account Opening feature can help your users open a broker account of their choice with a fully online & seamless experience.

Supporting features

Broker connect

Use our broker connect flow to connect your user's broker account with your product account. This process will simplify future user interactions with smallcase Gateway SDK where the user can now directly continue with their broker rather than being asked to choose from a set of available brokers every time.

Fetch funds/margin available in the Demat account

Using our fetch funds flow, you can now easily fetch available funds in the user's Demat account.

Switching broker account (kill smallcase session)

To allow users to switch between their different accounts with a broker, use our Broker Logout functionality. It kills existing login sessions on smallcase so that the existing broker account does not get used. During the next transaction, user will be get asked to log in with their broker first.

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Client-side SDKs

Gateway SDK helps enable investment journeys (and more) for your users. With minimal integration efforts in your website and app, SDKs will be ready to handle transactional (and other) flows.

You can use one or more of these SDKs -

Web apps

• JavaScript SDK

Native apps

• Android SDK
• iOS SDK

Hybrid apps

• Flutter SDK
• React Native SDK
• Cordova SDK

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Server-side APIs & Webhooks

Gateway APIs play a vital role in investment journeys. Be it for creating transactions, fetching order details, user investments, leads status, and much more.

Based on your use case, check out the relevant APIs & Webhooks -

Security transactions

• Create transaction: stocks order
• Stocks order details
• Fetch transaction details
• webhook

smallcase transactions

• smallcase discovery

  • Discover smallcases
  • smallcase details
  • smallcase historical returns
  • smallcase related news

• smallcase order

  • Create transaction: smallcase order
  • smallcase orders
  • Fetch transaction details
  • User pending actions
    • webhook

• investment tracking

  • User investments
  • smallcase Subscriptions
  • smallcase SIP details

Holdings import

• Create transaction: holdings import
• Fetch user holdings
• Holdings import webhook

MF holdings import

• Create transaction: MF holdings import
• For API-only integration (partner building their own UI)
  • Get OTP API to trigger OTP SMS
  • Verify OTP to verify OTP
• MF holdings import webhook to receive holdings data

Broker connect

• Create transaction: broker connect
• Fetch transaction details

Broker account opening

• Check lead status

Fetch funds

• Create transaction: fetch funds